Job:
Client Services Manager
Location: Southampton, Whiteley Hampshire
Salary: Up to £25,000 depending on experience + Bonuses
Hours: 09:00 – 17:30 Monday – Thursday & 9:00 to 17:00 on a Friday. 1 late evening fortnightly until 19:00.
About The Company
Contractor Wealth
is tight-knit team dedicated to helping independent professionals make the most of their money. As part of a specialist financial advice firm, we pride ourselves on building personal relationships and providing tailored guidance to support clients' financial goals. With a friendly, collaborative approach, our team works closely together and with every client to make financial planning straightforward, practical, and effective.
Purpose Of The Role
As a Junior IFA Administrator your role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Paraplanners and wider team. We are looking for an administrator with exceptional organisational and customer service skills.
What's On Offer
* Starting salary of up to £25,000 depending on experience.
* Quarterly bonuses
* Hybrid working (1 day a week in the office)
* 22 Days Holidays increasing with length of service + Bank holiday.
* Death in Service
* Company wide Summer & Christmas events.
* Pension Scheme
Skills And Knowledge
* Good time management and organisational skills.
* Able to work within a defined process and compliantly.
* Able to prioritise workloads.
* Have excellent attention to detail and accuracy.
* Articulate in all dealings with clients and stakeholders, verbally and within written communications.
* Ability to work independently and within a team.
* Experience within a financial planning company is preferred but not essential.
Key Responsibilities
* Act as first point of contact for all client enquiries.
* Maintain and update client records on XPLAN and with providers.
* Send recommendation packs to clients on DocuSign.
* Process new business applications, fund switches, rebalances, withdrawals and tops up ensuring compliance, accuracy, and efficiency.
* Sending Letter of Authority to providers and following up on requested information.
* Contact prospective new clients and arrange initial appointments.
* Arrange clients' annual financial reviews.
* Manage and organise advisers' diaries.